Geo Chen
· Fidenza Macro
· May 28, 2026 at 03:31
· ⏱ 5 min read
| Read on Substack ↗
Summary
This article curates the author's personal list of AI information sources — newsletters, podcasts, and research outlets — arguing that keeping up with AI requires following the best expert writers, not a formal engineering background. For investors, the implication is indirect: the sources named (e.g., Beth Kindig’s IO Fund, Citrini Research, A16z) offer deep analysis and some model portfolios, but the article itself contains no actionable trade ideas or market calls.
•The author follows over a dozen paid and free Substack newsletters and podcasts focused on AI, including Beth Kindig’s IO Fund ($550/yr), Citrini Research ($1000/yr), and Exponential View.
•Beth Kindig’s IO Fund shares exact portfolio holdings, weights, entry/exit alerts, and tracks record; author finds most value in her stock picks but less in crypto picks and market hedges.
•Citrini Research is praised for being "ahead of the curve" on AI supply chain, robotics, and for pieces on the Strait of Hormuz and AI apocalypse.
•Free sources include The Innermost Loop (daily AI rundown), A16z newsletter, Epoch AI’s two free briefs (Epoch Brief, Gradient Update), and AI News.
•Podcasts highlighted: Dwarkesh Podcast (best AI interviewer), Invest Like the Best (recent AI guests include Gavin Baker, Krishna Rao of Anthropic), All-In (popular with AI industry veterans), and Acquired (long-form histories: Google III: The AI Company, Nvidia, TSMC founder interview).
•The author explicitly states they receive no financial benefit from sharing these recommendations, and the list excludes sources for global macro and trading (to be covered in a future post).